John Robinson is a CFP-designated registered investment advisor at Financial Management, INC., based in Little Rock, AR, with 39 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 174 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.20% |
Fees may be based on cumulative household assets under management. Certain ERISA rules prevent householding corporate plans with personal assets for fee reductions.
Fee Estimator
Location
4007 N. Rodney Parham Road, Little Rock, AR, 72212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John works as an independent coach for Barefoot Consultants, Inc., providing life transitions coaching for clients considering retiring and/or moving internationally. This takes about 10-20% of his time.
Employment History
Current Registrations
Financial Management, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.